Kustomer
This page describes how to use Census with Kustomer
In this guide, we will show you how to connect Kustomer to Census and create your first sync.
Prerequisites
- Have your Planhat account ready.
- Have the proper credentials to access to your data source. See our docs for each supported data source for further information:
In your Kustomer account:
- 1.Navigate to Settings > Security > API Key
[KUSTOMER_DOMAIN].kustomerapp.com/app/settings/api_keys - 2.Create an API Key with the following permissions:
- 1.
org.admin.klass.read - 2.
org.user.kobject.read - 3.
org.admin.metadata.read - 4.
org.admin.search.read - 5.
org.user.customer.write - 6.
org.user.kobject.write - 7.
org.permission.customer - 8.
org.permission.company
- 3.Hold onto this API Key for the next section, you'll need it!
In Kustomer, once a token is created, it will be created with those scopes and it is immutable. If there is a permission change, you will need to create a completely separate API key. Make sure to copy and store it securely once generated.
- Click the Add Service button.
- Select Kustomer in the dropdown list.
- Paste your Kustomer account's API Key. Save your connection and if everything is set up correctly, you should see a successful connection test verifying the connection.
Object Name | Supported? | Identifiers |
Customer | ✅ | External Id, Default Customer Email, Custom Fields |
Company | ✅ | External Id, Custom Fields |
Behaviors | Supported? | Objects |
Update or Create | ✅ | All |
Last modified 4mo ago